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Stephen William Gierl

ACCURATE INVESTMENT SOLUTIONS, INC.·SEVEN FIELDS, Pennsylvania
Unclaimed Profile
310 SEVEN FIELDS BLVD., SEVEN FIELDS, PA 16046CRD# 1086533Firm CRD# 143008
01

About

Stephen William Gierl is a registered financial advisor based in SEVEN FIELDS, Pennsylvania, affiliated with ACCURATE INVESTMENT SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ACCURATE INVESTMENT SOLUTIONS, INC.
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.
AUM
$331M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ACCURATE INVESTMENT SOLUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS MANAGED BY OUTSIDE ADVISOR FIRMS
Regulatory
SEC/IARD CRD# 1086533
Firm CRD# 143008
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen William Gierl offer?
Stephen William Gierl specializes in Financial Planning, Investment Management. Contact their office in SEVEN FIELDS, Pennsylvania for a consultation.
What are Stephen William Gierl's credentials?
Stephen William Gierl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen William Gierl located?
Stephen William Gierl is based in SEVEN FIELDS, Pennsylvania, working with ACCURATE INVESTMENT SOLUTIONS, INC.. Their office serves clients in the SEVEN FIELDS metropolitan area and surrounding communities.
How does Stephen William Gierl charge for services?
Stephen William Gierl's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets managed by outside advisor firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCURATE INVESTMENT SOLUTIONS, INC.?
ACCURATE INVESTMENT SOLUTIONS, INC. has approximately 11 employees and manages $331M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SEVEN FIELDS
Timothy John Augustine — ACCURATE INVESTMENT SOLUTIONS, INC.Gary Earl Augustine — ACCURATE INVESTMENT SOLUTIONS, INC.Daniel Fredric Rea — NFI, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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